WallStSmart

DoorDash, Inc. Class A Common Stock (DASH)vsEssential Utilities Inc (WTRG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

DoorDash, Inc. Class A Common Stock generates 454% more annual revenue ($13.72B vs $2.47B). WTRG leads profitability with a 24.9% profit margin vs 6.8%. DASH appears more attractively valued with a PEG of 1.80. WTRG earns a higher WallStSmart Score of 60/100 (C+).

DASH

Buy

59

out of 100

Grade: C

Growth: 10.0Profit: 5.5Value: 4.0Quality: 7.0
Piotroski: 5/9Altman Z: 1.94

WTRG

Buy

60

out of 100

Grade: C+

Growth: 4.7Profit: 7.5Value: 6.7Quality: 3.3
Piotroski: 2/9Altman Z: 0.74
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DASHUndervalued (+2.5%)

Margin of Safety

+2.5%

Fair Value

$180.05

Current Price

$167.97

$12.08 discount

UndervaluedFair: $180.05Overvalued
WTRGUndervalued (+47.4%)

Margin of Safety

+47.4%

Fair Value

$71.13

Current Price

$37.54

$33.59 discount

UndervaluedFair: $71.13Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DASH3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
37.7%10/10

Revenue surging 37.7% year-over-year

Market CapQuality
$76.63B9/10

Large-cap with strong market position

EPS GrowthGrowth
47.7%8/10

Earnings expanding 47.7% YoY

WTRG5 strengths · Avg: 8.6/10
Operating MarginProfitability
32.4%10/10

Strong operational efficiency at 32.4%

Profit MarginProfitability
24.9%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
17.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.7%8/10

15.7% revenue growth

Areas to Watch

DASH4 concerns · Avg: 3.3/10
PEG RatioValuation
1.804/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.944/10

Grey zone — moderate risk

Profit MarginProfitability
6.8%3/10

6.8% margin — thin

P/E RatioValuation
82.6x2/10

Premium valuation, high expectations priced in

WTRG4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.622/10

Expensive relative to growth rate

EPS GrowthGrowth
-30.0%2/10

Earnings declined 30.0%

Free Cash FlowQuality
$-240.78M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : DASH

The strongest argument for DASH centers on Revenue Growth, Market Cap, EPS Growth. Revenue growth of 37.7% demonstrates continued momentum.

Bull Case : WTRG

The strongest argument for WTRG centers on Operating Margin, Profit Margin, P/E Ratio. Profitability is solid with margins at 24.9% and operating margin at 32.4%. Revenue growth of 15.7% demonstrates continued momentum.

Bear Case : DASH

The primary concerns for DASH are PEG Ratio, Altman Z-Score, Profit Margin. A P/E of 82.6x leaves little room for execution misses.

Bear Case : WTRG

The primary concerns for WTRG are Piotroski F-Score, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

DASH profiles as a hypergrowth stock while WTRG is a growth play — different risk/reward profiles.

DASH carries more volatility with a beta of 1.87 — expect wider price swings.

DASH is growing revenue faster at 37.7% — sustainability is the question.

DASH generates stronger free cash flow (254M), providing more financial flexibility.

Bottom Line

WTRG scores higher overall (60/100 vs 59/100), backed by strong 24.9% margins and 15.7% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

DoorDash, Inc. Class A Common Stock

CONSUMER CYCLICAL · INTERNET RETAIL · USA

DoorDash, Inc. operates a logistics platform that connects merchants, consumers, and merchants in the United States and internationally. The company is headquartered in San Francisco, California.

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Essential Utilities Inc

UTILITIES · UTILITIES - REGULATED WATER · USA

Essential Utilities, Inc. operates regulated utilities that provide water, wastewater, or natural gas services in the United States. The company is headquartered in Bryn Mawr, Pennsylvania.

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